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Jun 30
Omega Healthcare Q2 2025 Earnings Report
Omega Healthcare reported solid Q2 2025 performance, with notable increases in net income and Adjusted FFO.
Key Takeaways
Omega Healthcare saw increased profitability in Q2 2025 with $140 million in net income and continued its investment momentum with $527 million in new investments.
Net income rose to $140 million from $117 million in Q2 2024.
Adjusted FFO reached $232 million, up from $185 million a year ago.
Omega completed $527 million in new investments, including major acquisitions in the U.K. and U.S.
AFFO guidance for full year 2025 was raised to $3.04–$3.07 per share.
Omega Healthcare
Omega Healthcare
Omega Healthcare Revenue by Segment
Omega Healthcare Revenue by Geographic Location
Revenue by Segment
Rental Property Revenue
CapyFin.comTax & Lease Income Revenue
CapyFin.comReal Estate Loan Interest Revenue
CapyFin.comNon-RE Loan Interest Revenue
CapyFin.comMiscellaneous Income Revenue
CapyFin.comRevenue by Geographic Location
United Kingdom Revenue
CapyFin.com Forward Guidance
Omega raised its full-year 2025 AFFO guidance to a range of $3.04 to $3.07 per share, reflecting strong year-to-date investment activity and stable operator performance.
Positive Outlook
- AFFO guidance increased to $3.04–$3.07 per share.
- Operator Maplewood continues rent payments at $6.1 million/month.
- Genesis expected to pay full rent during bankruptcy due to DIP financing.
- $605 million in new investments completed YTD.
- GBP exposure hedged via derivatives to limit FX risk.
Challenges Ahead
- Genesis filed for Chapter 11 in July 2025.
- Some investments will need extensions beyond 2025.
- Severance and restructuring costs included in forecasts.
- Asset sales expected to be limited (~$50 million included).
- Operator-specific risks and cash-basis transitions could impact revenue.